See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,132 | $109,413+7.1% | $156,263-25.0% | $84,808+38.1% |
| Participation rate | 86.7% | 72.7%+14.0pp | 78.9%+7.8pp | 68.3%+18.4pp |
| Annual return | 48.00% | 20.18%+27.8pp | 59.47%-11.5pp | 40.90%+7.1pp |
| Employer contribution / active EE | $3,416 | $2,907+17.5% | $4,333-21.2% | $2,631+29.8% |
| Participant deferral / active EE | $5,336 | $4,590+16.3% | $6,158-13.4% | $4,212+26.7% |
| Admin fee / account holder | $7,111 | $9,357-24.0% | $14,255-50.1% | $7,344-3.2% |